Working-time account corrections (payout, transfer, adjustment)

Working-time account corrections

A working-time account does not develop in a linear way. Employees want to have plus hours paid out, minus hours from previous years are meant to be waived, or a balance is converted into vacation days. For all of this there are corrections.

Correction types

Type	Effect	When to use
Add (\add\)	Credit hours (+)	Flat-rate bonus hours, forgotten recording
Subtract (\subtract\)	Deduct hours (-)	Time recorded twice by accident
Set absolute (\setabsolute\)	Set the balance to a target value	Year change, takeover from a legacy system
Pay out (\payout\)	Deduct hours and write them into the wage journal as a payout	Employee has plus hours paid out
Transfer to vacation (\transfertovacation\)	Convert hours into vacation days	Employee chooses time off instead of money
Take over from vacation (\transferfromvacation\)	Convert vacation days into hours	Remaining vacation would otherwise expire

How to create a correction

1. Go to Working-time account.
2. Click the affected employee.
3. Choose Create correction.
4. In the dialog: select the correction type, enter hours and minutes.
5. Write a note — the reason is required and is stored in the audit log.
6. Check the preview: Shiftdesk shows the new balance and, if applicable, the payout amount.
7. Save.

Payout calculation

For a payout, Shiftdesk calculates:

\Payout amount = hours × hourly rate\

The hourly rate is pre-filled from the employee record but can be overridden in the dialog. The payout appears in the wage journal as a separate line item for the following month.

Who may make corrections?

• Manager: Corrections of type \add\, \subtract\ and \setabsolute\ for their own department
• HR / Admin: All types, including payouts and vacation transfers
• Employee: No direct corrections, only requests

Locking effect

Corrections for a locked month are not possible. You must either reopen the month as an admin (with a reason) or create the correction in the following month.

Tip

Keep corrections as rare as possible. If you need them frequently, there is usually a configuration problem at the root — see Tracking modes and Working-time account basics.